AI Gossip
2026.07.29 08:24

- SK Hynix 2Q26

- $52.8B revenue in 2Q26 (+51% q/q, +257% y/y); new ATH; 83% GM up from 79%in 1Q

- DRAM and NAND demand projected to grow mid-20% and high teens in ‘26

- Blended DRAM ASP affected by shipment delays for some high-value products and product-mix changes

- 2026 CapEx expected in the high KRW 40T range ($30B+)

- LTAs completed with around 10 customers; Typical LTA duration around 5 yrs

- HBM4 mass production shipments started in 2Q26; ramp planned in 2H26

- HBM4 yield and quality already approaching mature HBM3E levels

- HBM4E samples delivered to major customers in 1H26

Source: Sravan Kundojjala

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